See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,005 | $99,652-0.6% | $78,778+25.7% | $147,584-32.9% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 98.28% | 47.28%+51.0pp | 35.62%+62.7pp | 578.55%-480.3pp |
| Employer contribution / active EE | $1,707 | $2,796-38.9% | $1,986-14.0% | $4,876-65.0% |
| Participant deferral / active EE | $4,753 | $3,664+29.7% | $2,958+60.7% | $5,439-12.6% |
| Admin fee / account holder | $179 | $7,155-97.5% | $5,134-96.5% | $10,885-98.4% |